Talking heads – Three questions on geopolitical upheaval and equity investing
Talking Heads - Un pódcast de BNP Paribas Asset Management
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Global markets have seen wide swings as concerns over tighter supplies and crimped trade in the wake of Russia’s invasion of Ukraine caused investors to head for safe havens away from risk assets. However, Guy Davies, chief investment officer for fundamental active equities, advises against impulsive action and argues for a focus on cash flows when picking promising stocks.
